Household Income

Based on the requirements defined in the Defining Business Requirements we identified high-level questions related to eligibility. We created rules to answer these questions. Next a business user will need to follow the same process to create business rules around a household's income.

  1. Create a new Rule called "Household Income" in the Sample Benefit Rules folder. Set the type as Number.
  2. Drag a Repeating Rule element onto this rule and change its name to be "The total income for each countable household member". Remember to change the name double click on the text of the element on the diagram or enter a value in the Name field of the Business Properties panel.
  3. Drag a Rule onto the Empty List element of the Repeating Rule. An empty rule is fine for now and change its name to be "All people in the household who are countable from an income perspective".
  4. Drag a Rule onto the Empty Members element of the Repeating Rule. An empty rule is fine for now and change its name to be "The current person's total income".
  5. From the context menu on the right side of the repeating rule element choose the Sum Items option from the menu which pops up.

This rule has now sufficient text and structure that can be understood by both a business user and a technical user. However if more information is required, add extra context to the description of the Empty rule elements.

  1. Create a new Rule in the "Sample Benefit Rules" folder called "Countable Household Members". Set the type as Number.
  2. Drag a Filter element onto the rule.
  3. Drag a Rule onto the Empty List element of the filtered list. An empty rule is fine for now and change its name to be "All the people in the household".
  4. Drag a Rule onto the Empty Members element of the filtered list and again an empty rule is fine for now. Change its name to be "The person is countable".

This rule has now sufficient text and structure that can be understood by both a business user and a technical user. However if more information is required, add extra context to the description of the Empty rule elements.

  1. Create a new Rule in the "Person Rules" folder called "Countable Person". Leave the type as Boolean.
  2. Drag a Compare element onto the rule and change its name to be "The person's age is greater than or equal to 18".

This rule has now sufficient text and structure that can be understood by both a business user and a technical user.

  1. Create a new Rule in the "Person Rules" folder called "Person Income". Set the type as Number.
  2. Drag a Repeating Rule onto this rule element and change its name to be "The countable amount for each income".
  3. Drag a Rule onto the Empty List element of the repeating rule. An empty rule is fine for now and change its name to be "All the incomes for this person".
  4. Drag another Rule onto the Empty Members element of the repeating rule and again an empty rule is fine. Change its name to be "The countable amount for this income".
  5. From the context menu on the right side of the Repeating Rule choose the Sum Items option.

This rule has now sufficient text and structure that can be understood by both a business user and a technical user.

  1. Create a new Rule in the "Person Rules" folder called "Countable Income". Set the type as Number.
  2. Create a Decision Table for the rule with "incomeType" as the name and choose String as the type. For more detailed configuration instructions see the Decision Table section of the Curam Express Rules Reference Manual.
  3. Change the name for the table to be "Countable Income" (the box at the top of the table).
  4. Change the Condition Description in the left-hand column of the table to be "Income Type". Remember to double click on the text. To change the right hand column header, change the attribute name to be "Amount". To do this select the technical view and in the properties panel change the name property to "Amount".
  5. Change the name of the left-hand cell for the first row to be "Wages" and the description of the right-hand cell to be "The full amount".
  6. Open the context menu on the rule (at the top of the table) and from the menu which pops up, choose the New Row option. Change the descriptions for the left and right-hand cells to be "Tips" and "Half the amount" respectively.
  7. Open the context menu on the rule and from the menu which pops up, choose the New Row option. Change the descriptions for the left and right-hand cells to be "Commission" and "Twice the amount" respectively.
  8. Add another Row and change the descriptions for the left and right-hand cells to be "Rental Income" and "The full amount, up to a limit of 500" respectively.
  9. Add one final Row and change the description of the right-hand cell to be "Zero".

The decision table has sufficient information for other users to understand its structure and purpose.